Compaq Message Board - Msg: 2462302

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Technology Stocks : Compaq

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To: Spots who wrote (6819)	10/16/1997 10:41:00 AM
From: John Koligman	of 97611

Mason interview on CNBC: Mason said retail group grew over 100%, said CPQ grew 3 times the PC market from a corporate point of view, moreso from a consumer point of view. Expects a very good Christmas season, they are loading up the shelves. Said enterprise group had 70% unit growth this quarter. He is very comfortable with analyst estimates for the fourth quarter. He was asked about the 6B cash hoard, said CPQ will do acquisitions as they see fit. Said the goal is to agressively grow the company. Was interviewed by Bruce Francis. John Mason also commented on the profit in the sub 1k PC, he did not get specific but said CPQ took the cost out first, and that the product is quite profitable.

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